Company Information

Get to know Sarah Curtis Mortgages & Insurance

Founded in 2012 by Sarah Curtis, a financial services professional with experience dating back to 2000, the company focuses on providing clear, jargon-free, and tailored financial advice. It operates as an appointed representative of The Openwork Partnership, specializing in sourcing suitable mortgage products for various clients, including first-time buyers and those looking to remortgage. Alongside mortgages, the firm provides comprehensive advice on protection products such as life insurance, critical illness cover, and income protection to ensure clients are financially secure.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Sarah Curtis Mortgages & Insurance

New Zealand

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.